You make some good points. However, other than Tesla, I don't see any catalysts for this happening for some time. Panasonic is a good example. They have the expertise and are the largest battery manufacturer in the World. Yet, half of Panasonic's stock value has been lost in the past three months (market cap now at ~20 billion). Panasonic should (with the help of those with the 250 billion dollars) be leading the construction of dozens of Gigafactories. They are not. Tesla had to persuade Panasonic to partner on Gigafactory1. Tesla can't be the only catalyst. If tesla grows 50 % a year for 10 years, we arrive at about 3 million electric cars. ICE car manufacturers will tolerate a lot of Tesla success before they finally are forced to embrace electric cars (regardless of what they say). Perhaps the Solar City solar panel gigafactory in Buffalo, New York is the correct model to accelerate battery gigafactory construction. New York State is building Solar City's Gigafactory with public funds.